Ohio State University Extension Bulletin

Computerized Farm Record Keeping with Quicken® 2003

Bulletin 908

Budgets

Creating Budgets

To create your first budget Click Cash Flow from the menu bar, Click Budget to open the WELCOME TO QUICKEN'S BUDGETING FEATURE.

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Click Automatic, Click Create budget. The CREATE BUDGET: AUTOMATIC window opens.

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Set report date, Click Monthly detail, Click Categories, Click Mark all, Click OK, Click OK.

Click Setup tab, Click Rename, type budget name (i.e. 2003 Budget), Click OK.

After your budget has been created, you can change the way it is displayed by Clicking the Options button and selecting Separate View, Income/Expense View or Combined View. We have chosen the combined view.

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Click the Summary tab to view the Monthly Budget Summary. To view Monthly Detail click on the month in question, then Click Details.

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The MONTHLY SUMMARY window opens.

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When finished Click Done.

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All educational programs conducted by Ohio State University Extension are available to clientele on a nondiscriminatory basis without regard to race, color, creed, religion, sexual orientation, national origin, gender, age, disability or Vietnam-era veteran status.

Keith L. Smith, Associate Vice President for Ag. Adm. and Director, OSU Extension.

TDD No. 800-589-8292 (Ohio only) or 614-292-1868

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